Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Alphabet Inc.GOOG · Entity 2516 | Director | December 31, 2021 | February 11, 2022 |
| BOEING COBA · Entity 2862 | Exec VP, Pres & CEO BCA | May 10, 2006 | May 12, 2006 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Alphabet Inc.
Report date December 31, 2021 · Filed February 11, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class C Capital StockSEC Table I · non-derivative | Direct | 3,834 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 3,834 F1: Includes 282 shares of Class C Capital Stock issued upon vesting of Class C GSUs during 2021, the grants of which were previously reported on Form 4s. |
| Class C Google Stock UnitsSEC Table I · non-derivative | Direct | 32 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 32 F2: The Class C Google Stock Units (GSU) entitle the Reporting Person to receive one share of Alphabet Inc. Class C Capital Stock for each share underlying the GSU as GSU vest. 1/48th of GSU grant vested on July 25, 2021 and an additional 1/48th of GSUs will vest monthly thereafter, subject to continued service on the Board on the applicable vesting dates. |
| Class C Google Stock UnitsSEC Table I · non-derivative | Direct | 113 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 113 F3: 1/48th of GSU grant vested on July 25, 2019 and an additional 1/48th of GSUs will vest monthly thereafter, subject to continued service on the Board on the applicable vesting dates. |
| Class C Google Stock UnitsSEC Table I · non-derivative | Direct | 149 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 149 F4: 1/48th of GSU grant vested on July 25, 2020 and an additional 1/48th of GSUs will vest monthly thereafter, subject to continued service on the Board on the applicable vesting dates. |
| Class C Google Stock UnitsSEC Table I · non-derivative | Direct | 120 |
Reported balance
Holding disclosure · report date 2021-12-31 · row 5
Holding and transaction disclosures are not merged.
1 source rowRow 5 · Balance 120 F5: 1/48th of GSU grant vested on July 25, 2021 and an additional 1/48th of GSUs will vest monthly thereafter, subject to continued service on the Board on the applicable vesting dates. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 282 shares of Class C Capital Stock issued upon vesting of Class C GSUs during 2021, the grants of which were previously reported on Form 4s.
F2: The Class C Google Stock Units (GSU) entitle the Reporting Person to receive one share of Alphabet Inc. Class C Capital Stock for each share underlying the GSU as GSU vest. 1/48th of GSU grant vested on July 25, 2021 and an additional 1/48th of GSUs will vest monthly thereafter, subject to continued service on the Board on the applicable vesting dates.
F3: 1/48th of GSU grant vested on July 25, 2019 and an additional 1/48th of GSUs will vest monthly thereafter, subject to continued service on the Board on the applicable vesting dates.
F4: 1/48th of GSU grant vested on July 25, 2020 and an additional 1/48th of GSUs will vest monthly thereafter, subject to continued service on the Board on the applicable vesting dates.
F5: 1/48th of GSU grant vested on July 25, 2021 and an additional 1/48th of GSUs will vest monthly thereafter, subject to continued service on the Board on the applicable vesting dates.
BOEING CO
Report date May 10, 2006 · Filed May 12, 2006
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| CommonSEC Table I · non-derivative | Direct | 79,741.12 |
Ending reported balance
After 2006-05-10 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2006-05-10 · Exercise / conversion · Acquired 13,175.89 · Balance 84,544.01 Row 2 · 2006-05-10 · Tax withholding · Disposed 4,802.89 · Balance 79,741.12 |
| 2005 Performance SharesSEC Table II · derivative / convertible security · Expires 2010-02-28 | Direct | 48,311.58 |
Reported balance
After 2006-05-10 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2006-05-10 · Exercise / conversion · Disposed 13,175.89 · Balance 48,311.58 F1: Performance shares convert on 1 for 1 basis on vesting F2: 2005 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $74.49, 30% at $79.82, 45% at $85.14, 60% at $90.46, 75% at $95.78, 90% at $101.10, 100% at $106.42, 110% at $111.74, 120% at $117.06, and 125% at $119.72. |
| CommonSEC Table I · non-derivative | IndirectBy Custodian For Child | 100 |
Reported balance
Holding disclosure · report date 2006-05-10 · row 3
Holding and transaction disclosures are not merged.
1 source rowRow 3 · Balance 100 |
| CommonSEC Table I · non-derivative | IndirectCareer Shares | 26,748.76 |
Reported balance
Holding disclosure · report date 2006-05-10 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 26,748.76 |
Filing footnotes · ownership attribution and instrument terms
F1: Performance shares convert on 1 for 1 basis on vesting
F2: 2005 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $74.49, 30% at $79.82, 45% at $85.14, 60% at $90.46, 75% at $95.78, 90% at $101.10, 100% at $106.42, 110% at $111.74, 120% at $117.06, and 125% at $119.72.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| June 27, 2004 Filed Jun 29, 2004 20:59 UTC | BOEING CO BA · Entity 2862 | Disposition to issuerCommon | 7,325.67 | $51.30 | $375,806.87 |
DisclosureSEC source: 0001137638-04-000547 · mul836.xml · nonDerivative · entry 8 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 77,994.58 F4 · kind: Performance shares earned on 6/25/04 having FMV of $51.30 but paid out effective 6/27/04 pursuant to approval by Compensation Committee. Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:59 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 2,039.67 | $51.30 | $104,635.07 |
DisclosureSEC source: 0001137638-04-000547 · mul836.xml · nonDerivative · entry 7 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 85,320.25 F3 · kind: Performance shares earned on 6/25/04 having FMV of $51.30 but paid out effective 6/27/04 pursuant to approval by Compensation Committee. Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:59 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 7,325.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000547 · mul836.xml · nonDerivative · entry 6 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,359.92 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:59 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 7,325.67 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000547 · mul836.xml · nonDerivative · entry 5 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,034.25 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:59 UTC | BOEING CO BA · Entity 2862 | Disposition to issuerCommon | 7,375.71 | $48.83 | $360,155.92 |
DisclosureSEC source: 0001137638-04-000547 · mul836.xml · nonDerivative · entry 4 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 72,708.58 F2 · kind: Performance shares earned on 6/16/04 having FMV of $48.83 but paid out effective 6/27/04 pursuant to approval by Compensation Committee. Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:59 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 7,375.71 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000547 · mul836.xml · nonDerivative · entry 3 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 80,084.29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:59 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 1,951.71 | $48.83 | $95,302.00 |
DisclosureSEC source: 0001137638-04-000547 · mul836.xml · nonDerivative · entry 2 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,460 F1 · kind: Performance shares earned on 6/16/04 having FMV of $48.83 but paid out effective 6/27/04 pursuant to approval by Compensation Committee. Read SEC document |
| June 27, 2004 Filed Jun 29, 2004 20:59 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 7,375.71 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000547 · mul836.xml · nonDerivative · entry 1 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,411.71 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| March 09, 2004 Filed Mar 11, 2004 19:16 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionBoeing Stock Units · Derivative | 9,019.61 | $42.06 Strike: $0.00 | $379,319.70 |
DisclosureSEC source: 0001137638-04-000220 · mul772.xml · derivative · entry 1 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,290.85 Underlying: Common · 9,019.61 shares Expires not disclosed Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F1 · derivative.expiration_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. Read SEC document |
| March 05, 2004 Filed Mar 5, 2004 22:44 UTC | BOEING CO BA · Entity 2862 | GrantBoeing Stock Units · Derivative | 5,877.25 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000205 · mul750.xml · derivative · entry 1 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,310.46 Underlying: Common · 5,877.25 shares Expires not disclosed F1 · security: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F1 · derivative.exercise_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. F1 · derivative.expiration_date: Phantom stock units allocated to the reporting persons Boeing Stock Unit (BSUs) account under the Incentive Compensation Plan. BSUs vest and are payable in cash or stock three years after the award. Read SEC document |
| February 23, 2004 Filed Feb 24, 2004 22:02 UTC | BOEING CO BA · Entity 2862 | Grant2004 Performance Shares · Derivative | 119,513 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000171 · mul740.xml · derivative · entry 4 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 119,513 Underlying: Common · 119,513 shares Expires 2009-02-23 F1 · derivative.exercise_date: 2004 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $60.94, 30% at $65.30, 45% at $69.65, 60% at $74.00, 75% at $78.35, 90% at $82.71, 100% at $87.06, 110% at $91.41, 120% at $95.77, and 125% at $97.94. Read SEC document |
| February 23, 2004 Filed Feb 24, 2004 22:02 UTC | BOEING CO BA · Entity 2862 | GrantCommon | 4,781 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000171 · mul740.xml · nonDerivative · entry 1 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Indirect · Career Shares Disclosed balance after: 22,452 Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversion2003 Performance Shares · Derivative | 14,551.26 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000059 · mul696.xml · derivative · entry 6 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,457.15 Underlying: Common · 14,551.26 shares Expires 2008-02-23 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: 2003 Performance Shares vest in the following installments when the average daily closing price of Boeing stock reaches, for a specified period, the following dollar levels: 15% at $42.38, 30% at $45.41, 45% at $48.43, 60% at $51.46, 75% at $54.49, 90% at $57.51, 100% at $60.54, 110% at $63.57, 120% at $66.59, and 125% at $68.11. Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 2,005.63 | $43.60 | $87,445.47 |
DisclosureSEC source: 0001137638-04-000059 · mul696.xml · nonDerivative · entry 3 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,036 Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Disposition to issuerCommon | 7,275.63 | $43.60 | $317,217.47 |
DisclosureSEC source: 0001137638-04-000059 · mul696.xml · nonDerivative · entry 2 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 84,041.63 Read SEC document |
| January 21, 2004 Filed Jan 24, 2004 00:53 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 14,551.26 | $0.00 | $0.00 |
DisclosureSEC source: 0001137638-04-000059 · mul696.xml · nonDerivative · entry 1 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,317.26 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| November 04, 2003 Filed Nov 5, 2003 21:29 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionOption (Right to Buy) 93-05 & 93-06 · Derivative | 10,534 | $0.00 Strike: $23.63 | $0.00 |
DisclosureSEC source: 0001137638-03-000363 · mul642.xml · derivative · entry 7 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common · 10,534 shares Expires 2004-02-29 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: Options become exercisable approximately 40% on the 1st anniversary and 30% on each of the 3rd and 5th anniversary of the grant date. Read SEC document |
| November 04, 2003 Filed Nov 5, 2003 21:29 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 20,000 | $38.83 | $776,600.00 |
DisclosureSEC source: 0001137638-03-000363 · mul642.xml · nonDerivative · entry 4 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 76,766 Read SEC document |
| November 04, 2003 Filed Nov 5, 2003 21:29 UTC | BOEING CO BA · Entity 2862 | Tax withholdingCommon | 2,323 | $38.90 | $90,353.09 |
DisclosureSEC source: 0001137638-03-000363 · mul642.xml · nonDerivative · entry 3 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 96,766 F1 · kind: Shares delivered in payment of option exercise Read SEC document |
| November 04, 2003 Filed Nov 5, 2003 21:29 UTC | BOEING CO BA · Entity 2862 | SaleCommon | 6,708 | $39.03 | $261,813.24 |
DisclosureSEC source: 0001137638-03-000363 · mul642.xml · nonDerivative · entry 2 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,089 Read SEC document |
| November 04, 2003 Filed Nov 5, 2003 21:29 UTC | BOEING CO BA · Entity 2862 | Exercise / conversionCommon | 10,534 | $23.63 | $248,865.75 |
DisclosureSEC source: 0001137638-03-000363 · mul642.xml · nonDerivative · entry 1 MULALLY ALAN R · CIK 0001182057 · Exec VP, Pres & CEO BCA 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 105,797 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.